Personal Wealth Management Services - Canccord Genuity UK
Invest with confidence
Welcome to Canaccord Genuity Wealth Management, one of the UK’s leading independent wealth managers. Our mission is simple – to enable you to invest with confidence.
Our reputation and success have grown year on year. Now, in the UK and Europe, we are proud to manage and administer £35.2bn of assets (as of 30 June 2024), so you can be confident that your wealth is in safe and expert hands.
Speak to one of our investment experts
To discuss your investment needs, book a complimentary, no-obligation consultation.
Who our investment experts help
At CGWM, we offer a range of wealth management services both for individual private clients and for intermediary professionals. We can tailor our services to fit your personal situation and preferences.
Individuals
When working directly with clients, we spend time getting to know you, building a relationship on your terms. We can build and manage a portfolio that meets your individual requirements and takes into account your objectives and attitude to risk – supporting you in achieving your objectives.
Professionals
As an international wealth manager, we provide specialist services for corporate service providers, wealth advisers and trust companies. We’ll take responsibility for your clients’ investment management needs, whether large or relatively small, liaising with you to build their wealth with confidence and ensure they feel valued.
Your choice of investment services
Portfolio management
Where we take day-to-day investment decision making off your hands, leaving you to focus on the other things safe in the knowledge your wealth is being taken care of.
Treasury services
Additional services for clients with surplus cash awaiting longer-term investment or with foreign exchange requirements, as long as the service is authorised in the relevant jurisdiction.
Stockbroking
If you take an active interest in financial markets, our award-winning trading teams provide an excellent and responsive service. You can choose either our execution-only or advisory stockbroking service.
Services for Professionals
Specialist services to help you manage your clients' wealth, underpinned by our rigorous, robust and trustworthy investment process.
Why choose Canaccord Genuity Wealth Management
- A direct relationship with your Investment Manager
- Strong track record of delivering consistent returns
- Rigorous and robust investment process
- Your own dedicated personal Investment Manager
- In-depth research capabilities backed by cutting-edge technology
- 24/7 account access via our online portal
Speak to one of our investment experts
To discuss your investment needs, book a complimentary, no-obligation consultation.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
Our latest insights
Our latest webinar covers key UK Budget pension changes, including IHT inclusion, and offers insights on proactive wealth planning with specialists.
Read moreThe UK budget brings significant changes. Review our priorities for next steps and consult a professional to adapt your wealth strategy effectively.
Read more
How can we help?
If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.